Cerity Partners
CWS icon

Cerity Partners’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Cerity Partners’s Portfolio CWS Stock Details CWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$406K Sell
5,950
-1,168
-16% -$78.9K ﹤0.01% 2566
2026
Q1 		$461K Sell
7,118
-3,082
-30% -$210K ﹤0.01% 2346
2025
Q4 		$701K Hold
10,200
– – ﹤0.01% 1889
2025
Q3 		$700K Sell
10,200
-200
-2% -$13.8K ﹤0.01% 1773
2025
Q2 		$728K Hold
10,400
– – ﹤0.01% 1675
2025
Q1 		$681K Sell
10,400
-100
-1% -$6.62K ﹤0.01% 1604
2024
Q4 		$680K Hold
10,500
– – ﹤0.01% 1596
2024
Q3 		$722K Hold
10,500
– – ﹤0.01% 1574
2024
Q2 		$653K Sell
10,500
-3,507
-25% -$218K ﹤0.01% 1411
2024
Q1 		$892K Buy
14,007
+600
+4% +$36.5K ﹤0.01% 1328
2023
Q4 		$795K Sell
13,407
-750
-5% -$40.4K ﹤0.01% 1068
2023
Q3 		$739K Sell
14,157
-400
-3% -$21.7K ﹤0.01% 844
2023
Q2 		$785K Sell
14,557
-536
-4% -$27.4K ﹤0.01% 1000
2023
Q1 		$768K Sell
15,093
-207
-1% -$10.3K ﹤0.01% 1096
2022
Q4 		$728K Buy
+15,300
New +$700K ﹤0.01% 792

Other funds holding CWS

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stone Wealth Partners Lafayette, Louisiana $137M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Cerity Partners's CWS Position: Q2 2026 in Review

Cerity Partners reduced its AdvisorShares Focused Equity ETF (CWS) stake by 16% in Q2 2026, selling an estimated $78.9K and leaving 5,950 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

Cerity Partners first reported a position in CWS in Q4 2022 and has held it in 15 quarters since. The position peaked at $892K in Q1 2024. 52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

  • Cerity Partners held 5,950 shares of AdvisorShares Focused Equity ETF worth $406K as of Q2 2026.
  • Cerity Partners sold 1,168 AdvisorShares Focused Equity ETF shares in Q2 2026, an estimated $78.9K.
  • AdvisorShares Focused Equity ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2566 holding.
  • Cerity Partners first reported a position in AdvisorShares Focused Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's AdvisorShares Focused Equity ETF position peaked at $892K in Q1 2024.
  • 52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.